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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

27 hedge funds and large institutions have $62.7M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
8
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$13.5M
2
PPW
Pasadena Private Wealth
California
+$6.81M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$4.47M
4
CAN
Cetera Advisor Networks
California
+$2.73M
5
BCM
Brookstone Capital Management
Illinois
+$1.92M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.58M
2
NC
NewSquare Capital
Pennsylvania
-$1.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$817K
4
Bank of America
Bank of America
North Carolina
-$493K
5
UBS Group
UBS Group
Switzerland
-$48K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.4M +$12.4K +465 +0.1%
HighTower Advisors
2
HighTower Advisors
Illinois
$13.5M +$13.5M +506,196 New
PPW
3
Pasadena Private Wealth
California
$6.81M +$6.81M +255,663 New
CCMG
4
Clark Capital Management Group
Pennsylvania
$4.47M +$4.47M +167,861 New
SPFA
5
Summit Place Financial Advisors
New Jersey
$3.49M +$176K +6,590 +5%
CAN
6
Cetera Advisor Networks
California
$2.73M +$2.73M +102,620 New
BCM
7
Brookstone Capital Management
Illinois
$1.92M +$1.92M +72,085 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.6M +$590K +22,156 +59%
LB
9
Legacy Bridge
Iowa
$833K – – –
KAS
10
Kestra Advisory Services
Texas
$803K +$803K +30,158 New
VWA
11
V Wealth Advisors
Kansas
$770K +$770K +28,899 New
PAG
12
Pinnacle Advisory Group
Maryland
$616K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$502K -$817K -30,657 -62%
Bank of America
14
Bank of America
North Carolina
$405K -$493K -18,515 -55%
First Trust Advisors
15
First Trust Advisors
Illinois
$276K +$63.3K +2,376 +30%
LPL Financial
16
LPL Financial
California
$237K -$13.4K -503 -5%
IFA
17
Interactive Financial Advisors
Illinois
$143K +$5.88K +221 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$71K +$6.81K +253 +11%
SFG
19
Sowa Financial Group
Rhode Island
$21K -$11.4K -429 -35%
GWM
20
Geneos Wealth Management
Colorado
$14K – – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Wells Fargo
22
Wells Fargo
California
$9K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K +$3.21K +114 +84%
AssetMark Inc
24
AssetMark Inc
California
$4K +$2.12K +86 +113%
UBS Group
25
UBS Group
Switzerland
$2K -$48K -1,393 -96%
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